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Distribute the Flow with a Custom Button

Activate the Flow

You’ve successfully created the flow, but it’s only accessible from Setup. Now it’s time to activate it so that sales reps can run it.
  1. From the buttons bar in Flow Builder, click Activate.
Now any user can run this flow, as long as they have either:
If they don’t know where to find it, users can’t run anything. Let’s distribute the flow so that your sales reps can find and use it easily.

Make Your Flows Look Like Lightning

Salesforce offers two run-time experiences that determine the look and feel when someone runs a flow. To make your flows blend in with Lightning Experience, make sure that Lightning runtime is enabled in your org.
  1. From Setup, enter Automation in the Quick Find box, and then select Process Automation Settings.
  2. Verify that Enable Lightning runtime for flows is selected.
  3. Save your changes.
Note

Note

This setting only affects URL-based flows. That includes flows that are run from custom buttons or the Run button in Flow Builder. For more details, see Lightning Flow Runtime vs. Classic Flow Runtime.

Create a Custom Button

Create a custom button to display on opportunities in Salesforce. When sales reps click the button, the flow calculates a discount and updates the opportunity.
  1. From Setup, enter Flows in the Quick Find box, and then select Flows.
  2. Click the down arrow in the Calculate Discounts row, then click View Details and Versions.
  3. Copy the flow’s URL from the Flow Detail page.
    A view of the Flow Detail screen with the flow URL highlighted
  4. Create the custom button.
    1. Select Object Manager from the top of the Setup page. Next, select Opportunity.
    2. Click Buttons, Links, and Actions and then New Button or Link.
  5. Configure the custom button’s display properties.
    Field Value
    Label Calculate Discount
    Name Calculate_Discount
    Description Calculates a discount based on annual revenue
    Display Type Detail Page Button
    Behavior Display in new window
    Content Source URL

  6. Link the button to the flow using URL parameters.
    1. In the text box, paste the flow URL.
    2. At the end of the URL, append the following:
      ?AccountId={!Opportunity.AccountId}&OpportunityId={!Opportunity.Id}
      Now, when the flow is called, two values—AccountId and OpportunityId—are passed into the flow from the opportunity. The ID of the account that's associated with the opportunity, AccountId, gets assigned to the flow variable {!AccountId}. And the ID of the opportunity itself, Opportunity.Id, gets assigned to the flow variable {!OpportunityId}. Here's what the URL should look like. A view of the text box with URL entered
    3. Verify that your URL is valid by clicking Check Syntax.
  7. Click Save. You’ll get a reminder to add the custom button to the opportunity page layout. Don’t worry, we’re doing that next.
  8. Add the button to the opportunity page layout, so that it appears on all opportunity records.
    1. While still on the Opportunity page in Object Manager, go to Page Layouts and click Opportunity Layout. A view of the Opportunity Page Layouts related list with the Opportunity Layout highlighted
    2. In the left column, click Buttons.
    3. Click and drag Calculate Discount onto Custom Buttons. A view of the Opportunity Layout screen showing users where to drag the Calculate Discount button
    4. Click Quick Save. Now, when sales reps visit an opportunity page in Salesforce they’ll see the Calculate Discount button at the top of the page.

Create a Sample Opportunity

Just one more thing before you can test the flow. Create a sample opportunity so that the flow has something to update.

The sample opportunity is for a one-year service contract with Edge Communications, a Texas-based electronics company with $139,000,000 in annual revenue.

  1. Make sure that you have an account called Edge Communications and that its annual revenue is $139,000,000. From the App Launcher, go to Accounts and click Edge Communications. Go to the Details tab and confirm the value in the Annual Revenue field.
  2. Create an opportunity. If prompted to choose a record type, select B2B Sales and then click Continue.
  3. Configure the opportunity’s values.
    Field Value
    Opportunity Name Edge Communications - 1 year contract
    Account Name Edge Communications
    Close Date A year from today
    Stage Proposal/Price Quote
    Amount 5,000,000
  4. Click Save.

Test the Flow

Testing is an important part of building a flow. Doing so lets you fine-tune the flow’s behavior, identify and fix bugs, and otherwise make sure your users have a pleasant experience. And you benefit, because you’ll spend less time responding to panicked emails from your sales reps.

Calculate the discount for the opportunity that you created in the last step.

  1. Click App Launcher icon and open the Sales app.
  2. Click the Opportunities tab, then click the opportunity you created, Edge Communications - 1 year contract. The account’s annual revenue is $139,000,000. Because that value exceeds $100,000,000 but is less than $200,000,000, the flow should apply a 5% discount. A 5% discount on the opportunity amount ($5,000,000) is $250,000. So the discounted amount for this opportunity should be $4,750,000. Let’s verify that the flow calculates the discount correctly.
  3. In the upper right pull-down menu, click Calculate Discount and wait for notification that the flow has finished running. Calculate Discount button
  4. After the flow has completed, navigate to the details page for the Edge Communications - 1 year contract opportunity you created.
  5. Verify that Discount Percentage has a value of 5% and Discounted Amount has a value of $4,750,000. A view of the Opportunity Detail page after the discount has been calculated

Take It Further

If you haven’t worked with flows before, you’ll soon find that existing flows make great starting points for new ones—particularly as your organization grows and changes. Take the discount calculator we created, for example.
  • To limit the number of full discounts offered, configure the flow to require approval from a manager before it updates the record.
  • To be more aggressive with the discount program, look up whether the last opportunity was lost on price. If so, offer the customer an even bigger discount.

For practice with other use cases, check out the other flow projects in Trailhead.